Bookkeeping and Accounting Setup
Assess whether your new business has a bookkeeping system, chart of accounts, and process to keep clean records from the start.
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For founders, new owners, and anyone starting out
Annual Compliance and Governance Calendar
Clarify annual compliance and governance calendar as a first-time owner: what decision you are making, what must happen now, what can wait, and the next concrete action.
6 guided steps
Private in your browser
Official guidance links
Start the free checker
Your free guided checker
Answer a few quick questions below. It is private - nothing is submitted or stored - and takes about a minute.
General information only; not legal, tax, insurance, cybersecurity, or investment advice. Confirm formation decisions with qualified advisers in every applicable jurisdiction.
The questions this tool walks you through
Here is what the checker asks and why each step matters. Prefer to talk it through? Contact us and we will help directly.
Does one owner-controlled calendar track annual reports, franchise taxes, licenses, registered-agent notices, tax filings, estimated payments, information returns, insurance renewals, contracts, and record retention?
Answer based on what you genuinely know today. A “No” identifies a question or task; it does not mean you made a mistake.
Continue to the next control. Note this item for your final action list, then continue.
Official guidance: SBA stay legally compliant
Do you know which deadlines are tied to the entity anniversary, calendar year, fiscal year, payroll schedule, or license renewal date?
Answer based on what you genuinely know today. A “No” identifies a question or task; it does not mean you made a mistake.
Continue to the next control. Note this item for your final action list, then continue.
Official guidance: SBA stay legally compliant
Will reminders reach you early enough to gather records, approve payment, and fix a rejected filing before penalties begin?
Answer based on what you genuinely know today. A “No” identifies a question or task; it does not mean you made a mistake.
Continue to the next control. Note this item for your final action list, then continue.
Official guidance: SBA stay legally compliant
Have you identified which missed filings can revoke good standing or trigger administrative dissolution in your formation state?
Answer based on what you genuinely know today. A “No” identifies a question or task; it does not mean you made a mistake.
Continue to the next control. Note this item for your final action list, then continue.
Official guidance: SBA stay legally compliant
Is each calendar entry linked to the folder or mailbox where confirmations and registered-agent notices will be stored?
Answer based on what you genuinely know today. A “No” identifies a question or task; it does not mean you made a mistake.
Continue to the next control. Note this item for your final action list, then continue.
Official guidance: SBA stay legally compliant
Does one owner-controlled calendar list every entity, tax, license, insurance, and contract deadline with owners and lead times long enough to cure a rejected filing?
Answer based on what you genuinely know today. A “No” identifies a question or task; it does not mean you made a mistake.
Map every deadline to its clock type and jurisdiction List entity, tax, payroll, and license deadline sources
Official guidance: SBA stay legally compliant
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